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Kyle Stiefel

Kyle Stiefel

Convertible Securities Summer Analyst

Followers of Kyle Stiefel587 followers
location of Kyle StiefelPhiladelphia, Pennsylvania, United States

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  • Timeline

  • About me

    Director of Convertible Securities Sales & Trading at Raymond James

  • Education

    • Lehigh University

      2009 - 2013
      Minor in Entrepreneurship

    • Lehigh University - College of Business and Economics

      2009 - 2013
      Bachelor of Science (B.S.) Finance

      Activities and Societies: Men's Varsity Division 1 Lacrosse Team 2012 & 2013 Patriot League Champions

  • Experience

    • Palisade Capital Management

      May 2010 - Aug 2010
      Convertible Securities Summer Analyst

    • Raymond James Financial Inc.

      May 2012 - Jul 2012
      Equity-Linked Securities Summer Analyst

    • Raymond James

      Mar 2014 - now

      • Director of Convertible Securities Sales & Trading

        Jan 2024 - now

      • Vice President of Convertible Securities Sales & Trading

        Jan 2021 - now

      • Associate Vice President of Equity-Linked Securities

        Jan 2019 - Jan 2021

      • Equity-Linked Securities Analyst

        Mar 2014 - Dec 2018

  • Licenses & Certifications

    • Series 63

      NASAA

    • Series 55

      Financial Industry Regulatory Authority (FINRA)

    • Series 57

      FINRA
      Jan 2023

    • Series 7

      Financial Industry Regulatory Authority (FINRA)

    • Securities Industry Essentials (SIE)

      FINRA
      Oct 2018